Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.
Skills and skill levels are assigned to resources to indicate their capabilities. Managers can then search for resources with specific skills when planning projects.
Before adding skills, you may want to set up categories to organize them. Resource managers can filter by category when searching for a skill.
You need at least one category before you can add skills.
To add a category:
Once you add skills, they will be available to assign to resources.
To view the existing skills, click Expand All in the top, right corner of the page.
To add a skill:
Skill levels identify a resource’s proficiency with an assigned skill. The skill levels you define apply to all of the skills available in the system; you cannot create different skill levels for each skill.
To customize the skill levels:
For example, if you want to rate resources from 1 to 4 stars, choose 4 star rating scale.